Financial Reporter

Featured In

Financial Reporter

7/19

Financial Adviser

Featured In

Financial Adviser

8/19

City Wire

Featured In

City Wire

16/19

Intrinsic

Featured in

Intrinsic

After reading the report, you will understand:

Risk limitation: the generalist and specialist strategies of providers and their products and how they use them to limit risk

Regulation updates: how recent changes to the rules governing pensions, the nil rate band, probate, IHT and other reliefs all impact BPR

BPR qualification: the rules that govern BPR-qualifying investments and why some of the investments are not as risky as your compliance function thinks

Popularity: why advisers are increasingly utilising BPR for their clients

Tips and tricks: including why forming relationships with accountants and solicitors can be beneficial when it comes to BPR

The report will also give you:

Due diligence and suitability insights: including panel creation, signposts to helpful resources and where to focus when researching both AIM and non AIM BPR investments

Estate planning solutions: a review of alternatives and examples of scenarios in which BPR investments are more beneficial

Political forecast: the outlook for BPR as a relief within the potentially volatile political landscape of IHT and tax reliefs

BPR product update: including what types of products are available and analysis of the market composition, minimum subscriptions, target returns, investment strategies, charges, and recent industry developments

Data on key investment metrics such as charges, liquidity and returns

BPR Use is Growing

Our survey found that over 80% of advisers use BPR qualifying investments as part of their estate planning. Over three-quarters of advisers expected their use of BPR to either rise or stay the same over the next two years in response to the increasing prevalence of IHT as a planning issue.

This report has been put together with the help of these industry experts

1/19

Financial Times

Featured in

Financial Times

9/19

Telegraph

Featured in

Telegraph

10/19

Investment Week

Featured in

Investment Week

11/19

Fund Strategy

Featured in

Fund Strategy

12/19

FT Adviser

Featured in

FT Adviser

13/19

Investors Chronicle

Featured in

Investors Chronicle

14/19

Money Week

Featured in

Money Week

15/19

Fairstone

Featured in

This is a growing sector of the market in which advice is sought and happily paid for. I regularly advise on BPR investments and this report is the most comprehensive review of the opportunity and the market that I have ever read and contains gems for any client report.

James ParkerRadcliffe & Newlands

If you aren’t sure about BPR but think you should know more, this report pulls everything together in one place to help you develop your knowledge. I feel more confident striding ahead with further research as I know what to ask.

Roger MilbournFinancial Themes LLP

Very interesting and informative, the report made a complex area of financial planning much more understandable. Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent exam at the end to test my understanding.

John BradyIndependent Financial Consultants Ltd

If you haven’t got a copy of the Alternative Investment Report – get it. It will rapidly become dog-eared through use.

Stephen JonesClear Solutions Wealth & Tax Management

Prefer a hard copy? You just need to cover postage and handling

Order just one copy, put your name on it and keep it all for yourself!

Order three copies, one for you and a copy for two of your colleagues

Order 10 copies, share with colleagues and leave a couple in reception

Order a box of 20, share them around the office or with your favourite clients

The 2016-17 BPR Industry Report is supported by leading BPR providers

8/76

Assetz Capital

Alternative Finance

As one of the leading new peer to peer lending businesses, our purpose is very clear; to deliver fairer growth together. What do we mean by this? Well everything that we do is aimed at growing your investments with us, at growing credit worthy businesses by providing them access to your capital and at growing people and their careers with us as they manage our investors and borrowers.

This is achieved by us all working together effectively and using the power of the internet to be efficient. Through efficiency we seek to deliver better value to each of our stakeholders; the prospect of higher returns to investors and lower cost finance to businesses with us being efficient but profitable in the middle.

18/76

Co Assets

Alternative Finance

CoAssets Platform is an business networking and educational platform for real estate and crowdfunding enthusiasts.

CoAssets is a targeted leads generation site, comparable to property listing portals. Such property listing portals do NOT sell properties. Instead, these portals allow property stakeholders (i.e. developers, agents, owners) (collectively, the OPs) to list available properties and real estate projects for interested investors to view. These property listing portals are not involved in any transactions between OPs and investors.

19/76

Cockburn Lucas

Wealth Management

We provide impartial and trustworthy financial advice to a wide range of clients across the East Midlands region.

Based in our Nottingham office, our highly-qualified team pride themselves in providing reliable financial advice on areas such as Retirement Planning, Business Protection, Inheritance Tax Planning, and individual and group Pension schemes.

27/76

Downing LLP

Tax Efficient

At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.

In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.

35/76

Hargreave Hale

Tax Efficient

Hargreave Hale is a leading provider of investment management, stock broking and fund management services in the UK. Our experienced professionals offer private clients, professional intermediaries, companies, trusts and charities a progressive and modern approach to investment coupled with traditional values of customer service.

Our approach is measured and intelligent, with a continued focus on preserving capital and delivering positive returns.

We seek to balance the stability and rigour of a trusted institution with the dynamism and entrepreneurial spirit of a growth business.
Our ethos and approach have delivered over a decade of alternative investment opportunities to an ever-expanding client base of individuals, institutions, family offices and corporate investors.

52/76

Q Ventures

Tax Efficient

QVentures is a co-investment club for the smartest and most experienced investors in the market.

QVentures is a members-only investment Club for sophisticated investors, UHNWIs, venture capital firms and family offices able to deploy a minimum of £25k into an individual deal.
Our members gain access to investment opportunities alongside top-tier VCs and Super Angels in deals that have been strictly vetted.
Members also benefit from being part of a vetted group of like-minded individuals, creating opportunities for non-exec positions and a new source of strategic capital for your own portfolio companies.

53/76

Rockpool

Tax Efficient

Rockpool creates private company investment opportunities for its Network of successful entrepreneurs and professionals. Deals created for the Network are also open to a wider audience of investors through Rockpool’s EIS Portfolio Service. This Network Investment model offers unrivalled transparency and flexibility for investors. Rockpool targets companies which are profitable or have significant asset backing. The Rockpool Network includes hundreds of successful entrepreneurs with experience in a wide range of business sectors. This gives us access to hidden opportunities, acts as an anchor for our decision making and enables us to contribute more to the success of the private companies we support. In the last 3 years, nearly 1,000 investors have committed £100 million to 25 companies through Rockpool.

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Intelligent Partnership is an Indagate Group company incorporated in the United Kingdom with company registration no. 06442114 and with registered office address at Halford Chambers, 1-3 Halford Road, Richmond, London TW10 6AW.

About IP

Intelligent Partnership is not authorised or regulated by the Financial Conduct Authority and does not give advice, information or promote itself to individual retail investors.